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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
DA
801
Doliver Advisors
Texas
$284K -$517K -2,882 -62%
CFC
802
Coyle Financial Counsel
Illinois
$284K – – –
LFAS
803
Level Four Advisory Services
Texas
$284K +$47.9K +267 +18%
SWA
804
Stratos Wealth Advisors
Ohio
$283K +$312K +1,740 New
Lazard Asset Management
805
Lazard Asset Management
New York
$282K +$294K +1,641 +1,641%
SF
806
Symphony Financial
Texas
$282K +$311K +1,737 New
SC
807
Scotia Capital
Ontario, Canada
$280K +$307K +1,711 New
PAS
808
Partnervest Advisory Services
California
$279K +$3.94K +22 +1%
MCM
809
Manchester Capital Management
Vermont
$278K – – –
OSAM
810
O'Shaughnessy Asset Management
Connecticut
$277K +$256K +1,430 +516%
IC
811
IEQ Capital
California
$275K -$273K -1,522 -47%
BHTS
812
Bar Harbor Trust Services
Maine
$274K +$302K +1,687 New
VHAM
813
Van Hulzen Asset Management
California
$273K -$62.4K -348 -17%
SIMM
814
Stillwater Investment Management (Minnesota)
Minnesota
$272K +$1.61K +9 +0.5%
LSAG
815
Lake Street Advisors Group
New Hampshire
$271K -$99.3K -554 -25%
MA
816
MANA Advisors
New York
$269K +$297K +1,658 New
AII
817
AGF Investments Inc
Ontario, Canada
$268K +$41.9K +234 +17%
Mercer Global Advisors
818
Mercer Global Advisors
Colorado
$266K -$1.43K -8 -0.5%
AFP
819
Ausdal Financial Partners
Iowa
$265K +$292K +1,631 New
CBFP
820
Cedar Brook Financial Partners
Ohio
$264K -$4.48K -25 -2%
WB
821
WesBanco Bank
West Virginia
$261K -$36.2K -202 -11%
SSG
822
Summit Securities Group
New York
$260K +$287K +1,600 New
JHCP
823
Jackson Hole Capital Partners
Oklahoma
$258K -$50K -279 -15%
NGA
824
Naples Global Advisors
Florida
$256K -$4.48K -25 -2%
Vanguard Personalized Indexing Management
825
Vanguard Personalized Indexing Management
California
$255K -$119K -666 -30%